RFMS

RWQ Financial Management Services Portfolio holdings

AUM $217M
1-Year Est. Return 56.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$12.5M
3 +$11.2M
4
PLTR icon
Palantir
PLTR
+$6.14M
5
JPM icon
JPMorgan Chase
JPM
+$5.19M

Top Sells

1 +$18.7M
2 +$10.4M
3 +$7.51M
4
BABA icon
Alibaba
BABA
+$6.93M
5
AMZN icon
Amazon
AMZN
+$6.1M

Sector Composition

1 Technology 37.56%
2 Communication Services 17.51%
3 Consumer Discretionary 12.85%
4 Financials 8.21%
5 Utilities 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWV
26
CoreWeave Inc
CRWV
$43.1B
-44,450